What does Integrated Wealth Management hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Integrated Wealth Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SPDR SERIES TRUST

$5M71K6.2%

AIM ETF PRODUCTS TRUST

$4M98K4.3%

VANGUARD INDEX FDS

$4M8K4.1%

AIM ETF PRODUCTS TRUST

$3M100K3.6%

AIM ETF PRODUCTS TRUST

$3M90K3.5%

AIM ETF PRODUCTS TRUST

$3M107K3.3%

FIRST TR EXCHNG TRADED FD VI

$2M63K2.7%

VANGUARD INDEX FDS

$2M12K2.6%

BLACKROCK ETF TRUST

$2M37K2.5%

EXXON MOBIL CORP

$2M12K2.4%

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